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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,795 | $102,429+91.2% | $147,096+33.1% | $80,925+141.9% |
| Participation rate | 48.3% | 75.9%-27.6pp | 82.2%-33.9pp | 67.7%-19.4pp |
| Annual return | 29.00% | 135.02%-106.0pp | 419.75%-390.8pp | 35.65%-6.7pp |
| Employer contribution / active EE | $1,902 | $3,716-48.8% | $4,936-61.5% | $2,756-31.0% |
| Participant deferral / active EE | $3,843 | $6,649-42.2% | $8,071-52.4% | $4,299-10.6% |
| Admin fee / account holder | $1,879 | $7,957-76.4% | $13,005-85.6% | $6,940-72.9% |